Mark
Motell
Rubicon Advisors
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About this Advisor
Mark Motell is a financial advisor based out of Redding, California with a total of 8 years of relevant experience. Motell is on the advisory team at Rubicon Advisors. Throughout their career, Motell has worked at Wells Fargo Advisors LLC, Old World Concepts LLC, Lpl Financial, LLC and Rubicon Advisors. Motell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Rubicon Advisors is a firm that has its headquarters in Redding, CA. The firm has offices in six locations and a total of 18 financial advisors. It oversees $287 million in assets under management among its 1,909 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,909 client accounts, just 7% are held by high-net-worth investors who have greater than $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services are provided. However, fees billed by Rubicon Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubicon Advisors Brokerage Details
$287,237,394
18
1,909
$150,465
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Motell Work History
Mark has been registered as a financial advisor for 8 years.*
Lpl Financial, LLC
Rubicon Advisors
Wells Fargo Advisors LLC
Old World Concepts LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Motell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rubicon Advisors
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
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